The CyberVault Thesis

Family offices do not fail because they lack capital.
They fail because they lack early signal, comparative context, and rehearsal.

CyberVault exists to ensure leadership is:

• Informed before risk becomes public

• Benchmarked against the right peers

• Prepared before a real incident occurs

This is not cybersecurity. This is governance-grade risk intelligence.

CyberVault Membership

CyberVault is a private, membership-based advisory platform designed to give family offices continuous visibility, benchmarking, and preparedness across cyber, technology, AI, and operational risk.

It is built for principals, CIOs, and COOs who understand that modern risk is not episodic and that reacting late is the most expensive outcome.

Membership Pricing

Annual Membership: $12,000
Monthly Membership: $1,250

Annual membership reflects the way most family offices prefer to engage, with continuity, discretion, and reduced administrative friction.

What Membership Includes

Institutional Threat Intelligence and AI Insight

Members receive monthly threat assessments informed by global enterprise and financial services data from Microsoft, translated into implications for family office leadership. These briefings also include insight into Microsoft AI adoption, governance considerations, and implementation challenges.

This intelligence is contextualized through collaboration with Jeff Brown, ensuring members receive interpretation and judgment rather than raw data.

Benchmarking Against Financial Institutions and Peer Family Offices

CyberVault provides decision-ready benchmarks that allow families to understand how their risk posture compares to regulated financial institutions and peer family offices.

Benchmarking is guided by Chris Hetner, former senior cybersecurity advisor to the U.S. SEC and a trusted advisor to boards globally.

The result is clarity, not compliance theater.

Infrastructure Hardening and Real-World Preparedness

CyberVault helps families understand how to structure, harden, and govern their operating environment, including identity and access controls, data protection, vendor exposure, and incident escalation.

Select sessions include perspectives from former government and law enforcement leaders, including Federal Bureau of Investigation, grounding preparation in real-world threat behavior.

The CyberVault Engagement Rhythm

Monthly Executive Webinar

A focused one-hour briefing covering current threat signals, benchmark updates, AI adoption implications, and leadership priorities.

Monthly CyberVault Intelligence Brief

A concise written update outlining what changed, why it matters, and where leadership attention is required.

Monthly Peer-to-Peer Forum

A moderated, invitation-only discussion with approximately 20 family office peers, curated for relevance and discretion.

Quarterly Tabletop Exercise

A structured, scenario-based simulation where leadership walks through a realistic cyber or operational incident.

Tabletop exercises test decision-making, escalation, and communication before a real incident occurs. Most organizations experience their first tabletop after damage is done. CyberVault makes preparedness routine.

The CyberVault Rationale

A single cyber or data incident can exceed seven figures in direct and indirect cost.

CyberVault provides institutional-grade intelligence, benchmarking, and preparedness for $12,000 annually.

This is not a subscription. It is risk compression designed for owners.

The CyberVault Promise

CyberVault ensures family office leadership is never uninformed, unprepared, or isolated.

Quietly. Continuously. With institutional clarity.

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Value Proposition #1

Institutional Threat Intelligence and AI Foresight

CyberVault members receive monthly threat assessments informed by global enterprise and financial services data from Microsoft.

These briefings incorporate:

• Active threat patterns observed across thousands of enterprises

• Targeting trends relevant to financial services and complex entities

• Insights into Microsoft AI adoption, governance challenges, and risk tradeoffs

This intelligence is contextualized through direct collaboration with Jeff Brown, ensuring members receive interpretation, not raw data.

Outcome: leadership sees what is coming while others are still reacting.

Value Proposition #2

Benchmarking Against Financial Institutions and Peer Family Offices

CyberVault provides clear, decision-ready benchmarks answering the most important questions family offices ask quietly:

• How do we compare to regulated financial institutions

• Where do family offices typically underinvest or overspend

• Which controls and governance practices actually reduce loss

Benchmarking is guided by Chris Hetner, former senior cybersecurity advisor to the U.S. SEC and a trusted boardroom authority.

This replaces guesswork with comparative clarity.

Value Proposition #3

Infrastructure Hardening and Real-World Preparedness

CyberVault moves beyond insight into operational readiness.

Members explore how to properly structure and harden:

• Identity and access controls

• Data protection and segregation

• Vendor and third-party exposure

• Incident escalation and decision authority

Select sessions include perspectives from former government and law enforcement leaders, including Federal Bureau of Investigation, grounding preparation in real-world adversary behavior.

This is not theory.
This is how incidents actually unfold.

The CyberVault Touchpoints

A Disciplined Governance Rhythm

1. Monthly Executive Webinar

A focused one-hour briefing covering:

• Current threat signals

• Benchmark updates

• AI adoption implications

• What leadership should prioritize now

Designed for principals, CIOs, COOs, and senior executives.

2. Monthly CyberVault Intelligence Brief

A concise written briefing that answers:

• What changed

• Why it matters

• Where attention is required

Built for clarity and action.

3. Monthly Peer-to-Peer Forum

A moderated, invitation-only discussion with approximately 20 family office peers.

This forum enables:

• Candid exchange without publicity

• Pattern recognition across peers

• Insight that no report or vendor provides

Discretion is enforced. Participation is curated.

4. Quarterly Tabletop Exercise

What this is

A tabletop exercise is a structured, scenario-based simulation where leadership walks through a realistic cyber or operational incident.

No systems are touched.
Decisions are tested.

Why it matters

During each exercise, families:

• Test leadership response speed and clarity

• Identify gaps in authority, communication, and escalation

• Pressure-test assumptions in a controlled environment

Most organizations experience their first tabletop after a real incident.

CyberVault makes preparedness routine.

Is This Enough Value

Yes. Unequivocally.

Individually priced:

• A single tabletop exercise often costs $25,000 to $50,000

• Institutional threat intelligence typically requires enterprise contracts

• Board-level benchmarking is rarely available outside high-end retainers

CyberVault delivers all of this for $12,000 annually because it is:

• Shared across a trusted cohort

• Curated for owners, not operators

• Designed to prevent loss, not respond to it

This is not a subscription.
It is risk compression at a deliberate price point.

The Closing Logic

Family offices do not join CyberVault to add another meeting.
They join to ensure they are never surprised, isolated, or unprepared.

Quietly. Continuously. With institutional clarity.

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Core Value Proposition #1

Institutional Threat Intelligence and AI Foresight

Members receive monthly threat and AI insight informed by Microsoft’s global enterprise and financial services data, translated into implications for family office leadership.

This allows families to:

• See emerging threats before they appear in mainstream reporting

• Understand how adversaries are adapting to AI adoption

• Make informed decisions without experimental exposure

Core Value Proposition #2

Benchmarking Against Financial Institutions and Peer Family Offices

CyberVault provides members with clear benchmarks that answer the questions leadership actually asks:

• How exposed are we relative to regulated financial institutions

• Where do family offices typically underinvest or overinvest

• Which controls, governance practices, and behaviors matter most

These benchmarks are curated and interpreted by Chris Hetner, former senior cybersecurity advisor to the U.S. SEC and a trusted voice to boards globally.

The result is not compliance theater.
It is decision clarity.

Core Value Proposition #3

Infrastructure Hardening and Real-World Preparedness

CyberVault goes beyond insight by helping families understand how to structure, harden, and test their operating environment.

This includes guided exploration of:

• Identity, access, and data architecture

• Third-party and vendor exposure

• Incident response readiness across family and operating entities

Select sessions include insights from former government and law enforcement leaders, including Federal Bureau of Investigation perspectives on real-world threat behavior and response patterns.

This ensures preparation is grounded in reality, not theory.

A Unique Advantage

Direct Insight from Microsoft’s Global Threat Landscape

As part of CyberVault, members receive monthly threat assessments informed by Microsoft’s global telemetry, including data gathered across thousands of enterprises and specifically within the financial services sector.

This insight is not theoretical. It reflects:

• Active threat patterns observed across Microsoft’s client ecosystem

• Emerging attack vectors targeting financial institutions and complex entities

• Shifts in adversary behavior before they reach mainstream awareness

In addition, CyberVault members receive practical insight into Microsoft AI adoption, including:

• Where AI is being successfully deployed across financial services

• Common implementation challenges and governance gaps

• Risk considerations boards and principals must understand before adoption

These briefings are delivered in a clear, executive-ready format, focused on what matters to ownership and leadership, not technical teams.

Human Access, Not Just Data

CyberVault’s Microsoft intelligence is supported by direct collaboration with Jeff Brown, a senior cybersecurity strategist at Microsoft with deep experience advising financial institutions.

This ensures insights are:

• Interpreted, not forwarded

• Contextualized for family office realities

• Actionable at the CIO, COO, and principal level

CyberVault exists to translate signal into judgment.

Why This Matters to Family Offices

Family offices do not benefit from volume.
They benefit from early awareness and clarity.

Most families rely on:

• Vendor reports written for IT teams

• Advisors reacting after incidents occur

• Information that is outdated by the time it reaches leadership

CyberVault changes that dynamic by bringing institutional-grade intelligence upstream, before risk materializes.Who CyberVault Is Built For

• Family office principals who value discretion and foresight

• CIOs and COOs responsible for risk without internal cyber teams

• Families focused on preservation, continuity, and generational stewardship

The Promise

CyberVault does not eliminate risk. It ensures you are never surprised by it.

Quietly. Continuously. Confidently.

The CyberVault Touchpoints

A Deliberate Governance Rhythm

Monthly Executive Briefing Webinar

A focused, one-hour session covering:

• Current threat signals

• Benchmark shifts

• AI adoption implications

• What leadership should do now

Designed for principals, CIOs, COOs, and board members.

Monthly CyberVault Intelligence Brief

A concise written briefing summarizing:

• What changed

• Why it matters

• Where attention is required

Built for clarity, not consumption.

Monthly Peer Forum

A moderated, invitation-only discussion with approximately 20 family office peers, curated for relevance and discretion.

This is where:

• Real questions are asked

• Lessons are exchanged without publicity

• Patterns emerge that no report can capture

Quarterly Tabletop Exercise

What this is and why it matters

A tabletop exercise is a structured, scenario-based simulation where leadership walks through a realistic cyber or operational incident before it happens.

Participants do not touch systems.
They make decisions.

During each exercise, families:

• Test how quickly leadership can assess and respond

• Identify gaps in communication, authority, and escalation

• Pressure-test assumptions in a controlled environment

Most organizations experience their first tabletop after an incident.

CyberVault makes it routine.